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CoreCap Advisors, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CoreCap Advisors, LLC on IYW, newest first. How the timeline and the estimate are built.

CoreCap Advisors, LLC held 15,411 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,411 shares
    Change vs previous 13F -25,448 shares

    0.12% of the 13F portfolio, value $4,082,390.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,859 shares
    Change vs previous 13F +15,877 shares

    0.3% of the 13F portfolio, value $10,305,886.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 24,982 shares
    Change vs previous 13F -17,746 shares

    0.15% of the 13F portfolio, value $4,532,247.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 42,728 shares
    Change vs previous 13F -9,212 shares

    0.3% of the 13F portfolio, value $8,531,848.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 51,940 shares
    Change vs previous 13F +24,022 shares

    0.37% of the 13F portfolio, value $10,172,974.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 27,918 shares
    Change vs previous 13F -3,029 shares

    0.19% of the 13F portfolio, value $4,837,460.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 30,947 shares
    Change vs previous 13F -3,012 shares

    0.19% of the 13F portfolio, value $4,346,202.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 33,959 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,417,162.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).